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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,869 | $105,866-27.4% | $90,766-15.3% | $134,545-42.9% |
| Participation rate | 85.7% | 78.3%+7.5pp | 75.7%+10.0pp | 81.2%+4.5pp |
| Annual return | -18.32% | -10.99%-7.3pp | -12.16%-6.2pp | 418.37%-436.7pp |
| Employer contribution / active EE | $10,145 | $3,464+192.9% | $2,922+247.2% | $4,742+114.0% |
| Participant deferral / active EE | $30,438 | $5,217+483.4% | $4,565+566.8% | $6,401+375.5% |
| Admin fee / account holder | $12,868 | $13,938-7.7% | $8,446+52.4% | $11,431+12.6% |